Danielle Schultz is a CFP-designated registered investment advisor at Haven Financial Solutions, INC, based in Evanston, IL, with 14 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Contact
Danielle Schultz
Location
Evanston, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danielle dedicates about 10-20% of her time to freelance writing, which occurs outside of securities trading hours.
Employment History
Current Registrations
Haven Financial Solutions, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Danielle L. Schultz, the principal financial planner of Haven Financial Solutions, is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a NAPFA-registered Financial Advisor, a Certified Divorce Financial Analyst (CDFA™), and a Registered Investment Advisor in the State of Illinois. She studied financial planning at Northwestern University’s Certified Financial Planner™ certification program. She also holds a Series 65 license (Registered Investment Advisor Representative) and earned a certification in college planning. She earned an M.A. from the University of Chicago, School of Social Service Administration, and a B.A., magna cum laude, from Northeastern Illinois University.